Managing Accomplishment Report Module

Last Updated: August 29, 2024

Managing Accomplishment Report Module

In this article, we’ll walk you through how to manage and track the project’s progress on the web.

1. On the Project Dashboard, locate and click on Modules in the sidebar menu.

2. Select Accomplishment Report from the list. You will be directed to the list of submitted accomplishment reports for review.

3. Clicking on the designated icon for Schedule of Values will display detailed information about the work items.

4. To customize the table’s view, click on the Settings icon.

• You can choose which columns to hide or display by ticking the respective boxes.

• Filter the view by Status or Type.

5. Click Save to set your preferences as the default view of the table.

6. Clicking on the Approval redirects you to the list of submitted accomplishment reports for your review and approval. For detailed instructions on approving submitted accomplishment reports, refer to this link.

7. Clicking on the Log History displays comprehensive details of submitted accomplishment reports.

RELATED ARTICLES:

Viewing the Accomplished Tasks

Reviewing and Approving Accomplishment Reports

Navigating Accomplishment Report via Steer Mobile app

Submitting an Accomplishment Report

SOV Setup

AR Overview

Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.

Updated on: 09/02/2024